Varonis Systems Inc
VRNS- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001361113
No open-market purchases or sales by Varonis Systems Inc insiders were filed in the last 90 days; 352 institutions reported holding it in 13F filings for Q2 2026, worth $4.67B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2025
Institutional positions in Varonis Systems Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 321
- −31 vs. Q3 2025
- Shares held
- 113.8M
- +1.30M (+1.2%) vs. Q3 2025
- Total value
- $3.73B
- −$2.74B (−42.3%) vs. Q3 2025
- New holders
- 67
- 111 more added
- Sold out
- 98
- 107 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VRNS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 352 | $4.67B |
| Q1 2026 | 302 | $2.32B |
| Q4 2025 | 321 | $3.73B |
| Q3 2025 | 362 | $6.54B |
| Q2 2025 | 335 | $5.86B |
| Q1 2025 | 322 | $4.73B |
| Q4 2024 | 354 | $5.17B |
| Q3 2024 | 339 | $6.31B |
| Q2 2024 | 323 | $5.38B |
| Q1 2024 | 311 | $5.11B |
| Q4 2023 | 295 | $4.72B |
| Q3 2023 | 244 | $3.10B |
| Q2 2023 | 254 | $2.75B |
| Q1 2023 | 275 | $2.65B |
| Q4 2022 | 256 | $2.43B |
| Q3 2022 | 248 | $2.70B |
| Q2 2022 | 245 | $2.99B |
| Q1 2022 | 259 | $4.95B |
| Q4 2021 | 289 | $5.04B |
| Q3 2021 | 286 | $6.50B |
| Q2 2021 | 265 | $6.05B |
| Q1 2021 | 284 | $5.26B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Varonis Systems Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 1,471,418 | $48.3M | 0.19% | +1,471,418 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 1,472,020 | $48.3M | 0.07% | +247,034+20.2% | Added |
| American Capital Management Inc | 1,509,039 | $49.5M | 2.18% | +137,233+10.0% | Added |
| Morgan Stanley | 1,548,868 | $50.8M | 0.00% | +581,263+60.1% | Added |
| Stephens Investment Management Group LLC | 1,690,349 | $55.4M | 0.72% | +105,667+6.7% | Added |
| Pictet Asset Management Holding SA | 2,178,380 | $71.5M | 0.07% | +1,084,267+99.1% | Added |
| Soma Equity Partners LP | 2,255,117 | $74.0M | 4.32% | +102,498+4.8% | Added |
| Penserra Capital Management LLC | 2,281,839 | $74.8M | 0.89% | +1,014,617+80.1% | Added |
| Cadian Capital Management, LP | 2,282,581 | $74.9M | 5.41% | +466,481+25.7% | Added |
| Nomura Asset Management International Inc. | 2,361,646 | $77.5M | 0.12% | +2,361,646 | New |
| Clearbridge Investments, LLC | 2,544,180 | $83.4M | 0.07% | +273,781+12.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,732,556 | $89.6M | 0.10% | +2,732,556 | New |
| Geode Capital Management, LLC | 2,833,180 | $92.9M | 0.01% | +151,961+5.7% | Added |
| State Street Corp | 2,835,650 | $93.0M | 0.00% | +108,967+4.0% | Added |
| FMR LLC | 2,959,155 | $97.1M | 0.00% | +923,342+45.4% | Added |
| RGM Capital, LLC | 3,160,093 | $103.7M | 5.03% | +460,580+17.1% | Added |
| Voya Investment Management LLC | 3,471,503 | $113.9M | 0.11% | +159,377+4.8% | Added |
| Tremblant Capital Group | 3,509,649 | $115.1M | 2.94% | +3,058,524+678.0% | Added |
| First Trust Advisors LP | 4,427,245 | $145.2M | 0.11% | +1,279,002+40.6% | Added |
| BlackRock, Inc. | 11,226,717 | $368.2M | 0.01% | +638,401+6.0% | Added |
| Vanguard Group Inc | 13,418,273 | $440.1M | 0.01% | +822,925+6.5% | Added |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,502,555−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,908,011−100.0% | Sold out |
| Greenvale Capital LLP | 0 | $0 | 0.00% | −1,725,000−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,286,079−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,139,191−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −658,415−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −612,673−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −551,702−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −338,034−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −176,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −138,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −136,200−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −136,166−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −126,450−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −107,322−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −104,061−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −91,358−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −89,500−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −88,385−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −87,663−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −82,416−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −74,700−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −71,699−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −64,434−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −59,111−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −57,984−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −56,254−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −55,757−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −54,409−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −53,562−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −50,233−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −48,778−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −48,363−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −39,218−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −35,171−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −35,170−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −35,040−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −34,787−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −34,447−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −29,257−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −25,696−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | – | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −23,394−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −16,077−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −14,663−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −14,423−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −14,275−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −14,068−100.0% | Sold out |
| DC Investments Management, LLC | 0 | $0 | 0.00% | −13,958−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −13,380−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −9,730−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −9,522−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −8,398−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −7,211−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −5,679−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −5,398−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −5,388−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −5,261−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,102−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,668−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Fiduciary Wealth Partners, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,408−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |